闪存及芯片产品
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闪迪被纳入标普500指数,今年因“存储大牛市”暴涨
美股IPO· 2025-11-25 03:40
此次调整意味着追踪标普500指数的被动型基金将被迫买入闪迪股票,可能进一步推高股价。同时也标志着存储芯片行业在AI驱动的科技周期中获得市场 认可。 存储芯片制造商闪迪将于11月28日交易时段开盘前被纳入标普500指数,取代宏盟集团的席位。这家今年2月从西部数据分拆出来的公司,凭借市值近 300亿美元的体量,成为罕见的从标普小盘股600指数直接跃升至标普500指数的案例。 该公司于今年2月从西部数据分拆独立上市。分拆后短短数月内,闪迪股价已累计上涨超过四倍。闪迪业绩表现受益于市场对闪存和其他芯片产品的旺 盛需求。作为存储芯片制造商,公司产品广泛应用于消费电子、数据中心等领域。 强劲的市场需求推动公司市值快速增长,最终促成其进入标普500指数的资格。这一变化也反映出存储芯片行业整体景气度的提升。 闪迪将在11月28日交易时段开盘前正式加入标普500指数,同时宏盟集团将被移出该指数。这一调整将促使追踪标普500指数的大量被动型基金调整持 仓,买入闪迪股票。 来源:华尔街见闻 自分拆上市以来,闪迪股价飙升超过四倍,周一收盘价报226.96美元。当日股价单日上涨13.3%,盘后交易再涨8%至245.25美元。这一涨势主 ...
闪迪被纳入标普500指数,今年因“存储大牛市”暴涨
Hua Er Jie Jian Wen· 2025-11-25 00:57
Core Viewpoint - SanDisk, a storage chip manufacturer, will be added to the S&P 500 index on November 28, replacing Omnicom Group, marking a rare direct leap from the S&P SmallCap 600 index to the S&P 500 index due to its nearly $30 billion market capitalization [1][4]. Group 1: Company Performance - Since its spin-off from Western Digital in February, SanDisk's stock price has surged over four times, closing at $226.96 on the last trading day, with a single-day increase of 13.3% and an after-hours rise of 8% to $245.25 [1][4]. - The strong demand for flash memory and chip products has significantly driven the company's performance, benefiting from applications in consumer electronics and data centers [4]. Group 2: Market Impact - The inclusion of SanDisk in the S&P 500 will compel passive funds tracking the index to purchase its stock, potentially further increasing its share price [3][4]. - This adjustment reflects the overall improvement in the storage chip industry's market recognition, particularly in the context of an AI-driven technology cycle [3][4].